Client & User Management
Everything you need to know about adding clients and users to Botkeeper Infinite, how to manage access, and store passwords securely.
Navigating Client & User Management
- What are the role types in Client & User Management?
- What is Client & User Management?
- What is the Chrome Extension, and how do I use it?
- Is there a limit to the number of users within Client & User Management?
- How can I find out who has been invited to the portal?
Client Management
- In the Scoping Tool, what does each of the Entity Statuses mean?
- Will my clients be exposed to Botkeeper in the portal?
- What is Password Manager, and how do I find it?
- How do I reactivate a terminated client to make it an infinite client?
- If I add a new user to SSO, will they be automatically added to Botkeeper?
- What is Password Manager?
- Will existing Password Manager credentials transfer to BOS?
- How do I add client credentials in Password Manager?
- Does Password Manager auto-generate tasks? And what are they?
- A banner appeared in Password Manager, what does it mean?
- How do I request credentials from a client to be stored in Password Manager?
- Is there a limit to the number of passwords in Password Manager?
- How do I connect my client’s general ledger to their client portal?
- How do I find Client Details in Client & User Management?
- Assigning and Editing Point-of-Contact (POC) Details
- How do I view the scope of service package for my client in the portal?
- How can I delete a terminated client's data from the system (Infinite-only)?
- Introduction to the Scoping Tool
- Search for a Scoped Client
- Manually updating or adding client setup
- How can I add services to my Infinite client?
- How do I scope an additional bank account or loan when my client is already in ongoing service?
- Filter scoped client by status
- How do I add a client?
- How do I cancel a client termination?
- How do I change an entity/client name?
- How do I terminate a client?
- Making Scope Changes, after a client has already been accepted into Ongoing Services
- After I scope & deploy a client how long before the Deployment Tasks are assigned/seen?
User Management
- Deactivate and Reactivate Users
- Activating Your User Account
- What is two-factor authentication (2FA)?
- Understanding Botkeeper Platform Permissions
- How do I add an existing user to a client?
- How can I know if a user is already assigned to an entity when adding them to a new one in Client & User Management?
- How do I change the user details shown in my user profile?
- What should I do if I have issues with my 2FA authenticator app verification code?
- How do I set up my Two-Factor Authentication (2FA) when it has been reset?
- How do I change my Two-Factor Authentication (2FA) method?
- What should I do if I have issues with my 2FA text message verification code?
- How can I see help tickets my team has submitted to Botkeeper?
- View current users by status
- How do I reset a user’s Two-Factor Authentication (2FA)?
- What does the email "Assign new admin..." mean?
- How do I delete an invitation to a new user in BOS?
- Adding Users to Botkeeper
- User Setup in Botkeeper Operating System